The Financial Planning Association has clearly defined the difference between planners and accountants and why one...
Charging commissions for life/risk advice may be more professional than a fee-for-service model as they were only...
Count Financial points to utility of fee-for-service for accountants entering financial planning space.
Sep 30 2019 - 5:15pm
Western Asset CIO Ken Leech shares his thoughts about lower inflation expectations, declining market sentiment,...
Lawyer warns that LIF legislation, as currently drafted, could see adviser fees counted as part of capped benefits.
Col Fullagar considers the difference between service and financial advice within the adviser value proposition...
Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal.
Sep 30 2019 - 4:15pm
Managed accounts have long been promoted for their client benefits, but what is their real impact on client...
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from...
ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but...
Advisers urged to charge clients flat fees instead of claiming commissions, to avoid conflicts of interest.
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to...
Bombora new signing moves across from Lonsdale Financial Group.
Former fund manager claims actively managed funds’ fees charge investors more than once for same services.
FOFA regulations require planners to outline platform and investment choices in SOAs.
Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than...
Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time...
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